How to import Payee list from Excel?
Step 1: Go to Payees from the side panel and click Import on the top right corner.
Step 2: Upload the document and click Import.
Step 3: Match the data using drop down box and click the Submit.
Related Articles
How to import checks from Excel?
Step 1: Login to Online Check Writer and select Home. Step 2: Click on the '+' at the top left. Step 3: Then click on Import Check, which takes you to the pop-up window. Step 4: Select Bank Account, select File, and select a template if needed. Step ...
Payee Transaction History - Check List (Payee Summary)
Payee summary refers to a report that provides a detailed summary of all the payments made to a particular payee. This summary includes information such as the check number, date of payment, amount paid, and any notes associated with the payment. ...
How to delete a payee?
Step 1: Go to the payees list. Step 2: Click on the three dots next to the payee you want to remove and simply click Delete.
How to connect with QuickBooks Online and import your checks?
Login to Online Check Writer and select Apps. Click QuickBooks Online and click Connect to QuickBooks; then, you will be redirected to the QuickBooks Online login page. Use credentials to log in. Then select the company you want to integrate and ...
How to add a payee?
Step 1: Go to Payees. Step 2: Click on +Add. Step 3: Enter your payee details and click on Save.